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Hedge Funds Similar to Epoch Investment Partners

13F Portfolio OverlapQ2 2026Epoch Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Epoch Investment Partners, Inc. is an institutional investor managing $17.6B across 220 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Epoch Investment Partners are PATTON FUND, WEDGE L L P, Axecap Investments, with shared positions in $KLAC, $DELL, $CVS, $EME, $MNST, $TXN. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive
Notable overlap · 7 shared positions
$KLAC$DELL$CVS$EME$MNST$TXN
$389M
77 positions
#2WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 6 shared positions
$KLAC$DELL$NTAP$TXN$FN$ANET
$5.7B
480 positions
#3Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$KLAC$DELL$MNST$TXN$ADI$ANET
$169M
77 positions
#4FCF Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$NTAP$EME$AGX$MEDP$ANET
$544M
58 positions
#5TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KLAC$DELL$NTAP$MNST$TXN
$251M
122 positions
#6Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$KLAC$NTAP$TXN$ANET$FAST$ADI
$8.0B
102 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$NTAP$CVS$HPE$TXN
$160M
124 positions
#8FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$EME$ADI$ANET
$487M
190 positions
#9ABLE Financial Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$CVS$UBER$ANET
$640M
221 positions
#10Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$KLAC$DELL$TXN$HPE$ADI
$1.0B
204 positions
#11Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$DELL$ADI$AGX$ANET
$359M
54 positions
#12WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$KLAC$DELL$ADI$EME$UBER
$3.2B
291 positions
#13Retireful, LLCPassive
Some overlap · 5 shared positions
$DELL$NTAP$TXN$KLAC$ANET
$116M
86 positions
#14Stanley-Laman Group, Ltd.Passive
Some overlap · 5 shared positions
$KLAC$HPE$CVS$FN$ANET
$915M
299 positions
#15ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$KLAC$DELL$ADI$UBER$ANET
$129M
106 positions
#16Sound Capital Solutions LLCPassive
Some overlap · 5 shared positions
$KLAC$HPE$ADI$FN$UBER
$427M
309 positions
#17GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$KLAC$EME$TXN$ADI$NTAP
$2.7B
1,321 positions
#18Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$KLAC$EME$MNST$FN
$135M
221 positions
#19Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$KLAC$DELL$HPE$ANET
$147M
69 positions
#20Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$HPE$ANET
$238M
149 positions
#21INVESCO, LLCActive
Some overlap · 4 shared positions
$KLAC$MNST$TXN$ADI
$321M
131 positions
#22Gibraltar Capital Management, Inc.Active
Some overlap · 4 shared positions
$KLAC$MNST$TXN$UBER
$650M
125 positions
#23STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$MEDP$ANET
$105M
83 positions
#24PeakShares LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$UBER$ANET
$134.4B
122 positions
#25Proem Advisors LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$TXN$ADI
$1.9B
56 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.